In this founders-only episode of Founders in Arms, Immad Akhund and Raj Suri analyze Meta's aggressive acquisition playbook alongside other major tech developments reshaping the industry landscape.
The conversation begins with how Zuckerberg's "buy or get crushed" approach to acquisitions leaves founders with an impossible choice: accept a lucrative buyout or face ruthless competition. They note how "every founder who comes out of Meta regrets selling their company," yet Meta's willingness to clone features makes rejecting their offers extremely difficult.
The founders then dissect the Epic vs. Apple lawsuit ruling that ended Apple's 30% App Store monopoly and examine antitrust actions against tech giants, questioning whether surgical regulation targeting specific practices might be more effective than breaking up companies entirely. The discussion highlights how AI foundation models have rapidly commoditized, making monopoly concerns in that space less pressing.
The episode concludes with Immad's sobering economic prediction that Trump's tariffs will trigger a recession by late 2025, creating a market where only AI companies secure funding while other promising startups struggle despite solid fundamentals - potentially creating opportunities for contrarian investors and resilient founders.
